DOUGHERTY WEALTH ADVISERS LLC – iShares Russell 3000 ETF Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$52,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -2K | $207.04 | 250 | |
| Q2 2022 | share | 0.00% | 0 shares | -12K | $217.39 | 250 | |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $262.37 | 250 | |
| Q4 2021 | share | 0.00% | 0 shares | 5K | $278.5 | 250 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $254.85 | 250 | |
| Q2 2021 | share | 0.00% | 0 shares | 5K | $255.1 | 250 | |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $235.97 | 250 | |
| Q4 2020 | share | 0.00% | 0 shares | 7K | $221.71 | 250 | |
| Q3 2020 | share | 0.00% | 0 shares | 4K | $193.36 | 250 | |
| Q2 2020 | share | 0.00% | 0 shares | 8K | $177.18 | 250 | |
| Q1 2020 | share | 0.00% | 0 shares | -10K | $145.47 | 250 | |
| Q4 2019 | share | 0.00% | 0 shares | 4K | $183.92 | 250 | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $168.75 | 250 | |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $166.65 | 250 | |
| Q1 2019 | share | 0.00% | 0 shares | 2K | $160.3 | 250 | |
| Q4 2018 | share | Increase | 0.00% | 250 shares | 40K | $140.76 | 250 |